Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$552K Sell
2,973
-633
-18% -$118K 0.18% 87
2025
Q1
$756K Buy
3,606
+2
+0.1% +$419 0.29% 60
2024
Q4
$640K Buy
+3,604
New +$640K 0.25% 61